Three-quarters of the way through the year and the crash we had is already starting to feel like ancient history, given how rapidly the stock market has rebounded since then. On the other hand every day life is sadly still far from back to normal. My portfolio has continued to make good progress over the last three months and I’m pleased with performance of 24% YTD.
Continue readingA couple of years ago I wrote a post about horizon scanning: taking a big picture perspective on how the economy as whole is changing and what this implies for future growth opportunities. The main theme was how the internet is transforming the economy – while some sectors of the economy are being disrupted, others are growing rapidly. This transformation is the most significant change happening to the economy by far and there’s still a long way to go. From an investing perspective, I think it’s critical to understand as much as possible about who the winners and losers are going to be. So I’m following up on my previous post with a more detailed look at the dynamics of competition between internet-related businesses…
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